Getting Started

Pre-registration

• Introduction to ClickDimensions
• Introduction to Deployment
• CRM License Types Compatible with ClickDimensions
• Connectivity for the ClickDimensions Solution for CRM On-Premise Environments
• How Does ClickDimensions Interact with CRM's Web Services?
• What Firewall Changes are Needed to Allow ClickDimensions Proper Access to Your CRM On-Premise Deployment?

See all 8 articles

Registration & Installation

• Application User Authentication
• Register for Your ClickDimensions Solution
• ClickDimensions Installation for Dynamics 365 & CRM 2013+
• ClickDimensions Single Sign On (SSO) Authentication
• Moving Customizations from Dev to Test to Production when ClickDimensions is Installed
• ClickDimensions Settings

See all 13 articles

Post-installation

• Visualize your data from Dynamics 365 and Power Apps
• SSL Certificates for Web Content CNAMEs
• Chromium Edge Settings
• SSL Certificates for Email CNAMEs
• Publish Metadata
• Export and Import ClickDimensions Records

See all 21 articles

Enterprise Planning

• ClickDimensions Enterprise Planning Guide
• CRM Data Created by ClickDimensions
• Data Syncing and the SQL Server
• Architectural Review
• Deliverability Considerations
• Migrating ClickDimensions between Dynamics Environments for testing

ClickDimensions Academy

• ClickDimensions Academy

Feature Requests

• ClickDimensions Feature Request Portal Info